HomeMy WebLinkAboutAgenda - 02-02-2010 - 4kORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: February 2, 2010
Action Agenda
Item No. ~{-
SUBJECT: Consultant Services - Consolidated Housing Plan
DEPARTMENT: Housing/Community Dev. PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
Proposal Summary INFORMATION CONTACT:
Tara L. Fikes, 245-2490
PURPOSE: To award a contract for consulting services to W. Frank Newton, Inc. for the
development of a Consolidated Housing Plan for Orange County and authorize the Chair to
sign the associated contact document contingent upon final review and approval of the
County Attorney.
BACKGROUND: A Consolidated Plan for Housing and Community Development Programs
in Orange County is a five-year document required by the U.S. Department of Housing and
Urban Development (HUD) for all communities receiving HOME funds and Community
Development Block Grant (CDBG) entitlement funds (Chapel Hill). The Plan details housing
needs of very low income, low income and moderate-income families and special population
groups in addition to outlining the strategies and plans for addressing those needs. The last
Plan was completed in May 2005 for the years 2005 ~ 2009, thus a new plan is needed for the
coming five-year period (2010 - 2014). The 2005-2009 Consolidated Plan was also
completed by a consultant -Training and Development Associates, Incorporated.
In November 2009, a Request for Proposals (RFP) was issued soliciting proposals from
qualified housing consultants. A total of four (4) proposals were received on December 31,
2009. The respondents were:
1. Bay Area Economics
2. Clarion Associates
3. Ken Weeden and Associates
4. W. Frank Newton, Inc.
Upon receipt of proposals, members of the HOME Program Council reviewed the proposals
based on the following evaluation criteria:
• Demonstrated prior experience authoring Consolidated Plans, particularly multi-
jurisdiction consortium plans.
• Strong background in current conditions data analysis.
• Experience with Housing Market Studies.
• Experience meeting with and working with a variety of constituencies, agencies, non-
profits, and governmental bodies.
• Thorough understanding of procedures as outlined in this request for proposals.
• Reasonableness of projected expenses and allocated time.
• Financial capability to carry out the work program.
Based on this evaluation criterion, the HOME Program Council recommends contracting with
W. Frank Newton, Inc. at a cost not to exceed $35,000. The consultant agrees fo complete
the Consolidated Plan process by the HUD deadline of May 14, 2010.
The scope of work is more fully described in the attached proposal summary.
FINANCIAL IMPACT: The total cost for this contact, $35,000, will be funded through existing
HOME Program administrative funds and does. not decrease the amount of HOME funds
available for direct housing development/services.
RECOMMENDATION(S): The Manager recommends that the Board award a contract for
consulting services to W. Frank Newton, Inc. for the development of a Consolidated Housing
Plan for Orange County and authorize the Chair to sign the associated contact document
contingent upon final review and approval of the County Attorney.
INC .
Request for Proposals:
Preparation of 2010-201 S
Consolidated Plan
Prepared For:
Tara L. Fikes
Department of Housing &
Community Development
County of Orange, NC
P.O. Box 8181
Hillsborough, NC 27278
Prepared By:
W. Frank Newton, Inc.
127 Church Street
Suite 225
Marietta, GA 30060
[770] 420-5634
wfninc C aol. com
RESPONSE TO 2010-2015 CONSOLIDATED PLAN -DECEMBER 2009
TABLE OF CONTENTS
1. WFN, Inc. Introduction ..........................................................................................1
a. Contact Information .......................................................................................... ..1
c. WFN, Inc. -Project Performance and Experience ........................................... ..1
2. Specific Consolidated Plan Experience ............................................................... ..2
Client-Jurisdiction Experience .............................................................................. ..2
3. WFN, Inc. Scope of Services [Methodology] ...................................................... ..2
1. Preparation of the Consolidated 5-Year Plan with ls` Year Action Plan ........... ..3
Scope of Services .................................................................................................. ..3
1) Subpart A: General Program Overview and Definitions - § 91.1 .................... ..4
2) Subpart B: Citizen Participation and Consultation - § 91.100 ......................... ..4
3) Subpart C: Local Governments; Contents of Consolidated Plan - § 91.200 ... ..5
A. § 91.205: Housing, Homeless, and Non-Homeless Needs [Including
HOPWA] ....................................................................................................... ..5
Task l: Housing Needs ....................................................................................... ..5
Task 2: Homeless Needs .................................................................................... ..5
Task 3. Non-Homeless Special Needs ............................................................... ..6
B. § 91.210: Housing Market Analysis .............................................................. ..6
C. § 91.215: Strategic Plan ................................................................................. ..8
Task 4: Strategic Plan to include 1 st Year Action Plan ...................................... ..8
Task 5: Other Requirements .................................................................•-•---........ ..8
5. Project Timeline ................................................................................................... ..9
6. WFN, Inc. Fee Structure ...................................................................................... 10
7. WFN, Inc. References .......................................................................................... 10
8. Exhibits & Attachments ....................................................................................... 11
Attachment 1: WFN, Inc. -Additional Background and Experience .................. 12
WFN, Inc. -Management Plan for the Service .................................................... 16
WFN, Inc. -Proposed Consultant Team: Qualifications ...................................... 16
General Conditions ................................................................................................ 25
Correction of errors and omissions .................................................................... 25
Insurance ............................................................................................................ 25
Indemnification .................................................................................................. 26
Litigation ............................................................................................................ 26
Nondiscrimination .............................................................................................. 26
Fiscal Capacity ................................................................................................... 27
...........................
Minority/Women Participation ................................................
WFN
INC .
December 29, 2009
Tara L. Fikes
Department of Housing &
Community Development
County of Orange, NC
P.O. Box 8181
Hillsborough, NC 27278
Dear Ms. Fikes:
127 Church Street, Suite 225
Marietta, GA 30060
~~a~~, ._ __ _ _~~ ~ PH: [770] 420-5634
A Management Consulting Firm for HUD Grant Programs Fax: [770] 420-5635
wfnincOa aol.com
On behalf of WFN, Inc., please accept this proposal for the completion of the Orange County
HOME Consortium's Five-Year Consolidated Plan, to include an Analysis of Impediments to
Fair Housing Choice, to be submitted to the U.S. Department of Housing and Urban
Development [HUD] by Friday, Apri130, 2010.
Please review the contents of this proposal closely as we have included a number of proprietary
data collection activities that would be critical to the long-term success of the implementation of
the 5-Year Consolidated Plan for the Orange County HOME Consortium [including the Towns
of Carrboro, Chapel Hill and Hillsborough, NC].
After your review, our firm is prepared to discuss any questions you might have, and if approved
by the reviewing committee, the Orange County Department of Housing and Community
Development, County Manager and Board of Commissioners, WFN, Inc. would be ready to
assume the research and development responsibilities necessary for a timely submission to HUD.
We look forward to hearing from you.
Sincerely,
f
Nick Autorina
Vice President
WFN, Inc.
770-420-5634
wfninc @ aol.com
http://www.wfnconsulting com
RESPONSE TO 2010-2015 CONSOLIDATED PLAN -DECEMBER 2009
1. WFN, Inc. Introduction
a. Contact Information
Company Name: W. Frank Newton. Inc.
Street Address: 127 Church Street. Suite 225
City: Marietta State: GA Zip Code: 30060
Telephone: (770) 420-5634 Fax: ~) 420-5635
E-mail: wfnincC~aol.com
Name of Contact Person: Nick Autorina Title: Vice President
Office Phone: (770)420-5634 Mobile: (678)467-1425
Business License in the State of Georgia: License #: 00049875 Renewed: 2/19/09
Proprietor (SS #): N.A Federal Tax ID Number:
c. WFN, Inc. - Proiect Performance and Experience
WFN, Inc. has 38 years of administration and management experience working with federal, state
and local grant programs. WFN, Inc. collectively prepares four Action Plans annually for our four
CDBG Program Management client jurisdictions, as well as fourteen Consolidated Plans over the
past thirty-eight years. Our staff of 40 employees provides the company with a broad range of
education and experience in various aspects of grants administration, including program planning,
proposal writing, program development, program implementation, program evaluation, monitoring,
financial management and legislation.
In addition to these general administrative qualifications, WFN, Inc. employees also possess specific
programmatic technical qualifications, including construction management, housing rehabilitation,
lead-base paint, NSP, CDBG, HOME, ESG, HPRP, HOPWA, economic development, and
community planning.
WFN, Inc. has fulfilled planning, implementation, monitoring and reporting responsibilities in
administering State and Federal CDBG Programs and other HUD related grant programs in Cobb
County, Georgia since 1982, Gwinnett County, Georgia since 1986, and Clayton County, Georgia
since 1998. During the years that WFN, Inc. has administered Clayton County, Gwinnett County and
Cobb County's grant programs, WFN, Inc. has provided all aspects of program planning, design,
implementation, and administration services. The programs have been managed efficiently through
WFN, Inc.'s focus on innovation and streamlined efficiency through its creative use of existing
personnel
WFN 5necial CDBG Achievements
Under WFN, Inc.'s administration, Gwinnett's and Cobb's CDBG Programs have received eight HUD
National Best Practices Blue Ribbon Awards and HUD State of Georgia Awards:
1997:
1. Gwinnett County Human Service Center at Buford and Norcross
2. Cobb Children's Center - A Comprehensive Approach to Child Abuse Treatment.
1998:
1. Gwinnett County Consolidated Plan -Creative Citizen Participation
2. Cobb County -Roosevelt Circle -Integrated Resources for Neighborhood Revitalization
3. Cobb Housing, Inc. Homeownership Access Program
RESPONSE TO 2010-2015 CONSOLIDATED PLAN -DECEMBER 2009
1999:
1. Cobb Family Resources -Integration of Job Training, Transitional Housing, and Supportive
Services.
2000•
1. Cobb - Housemate Match Program -Jewish Community Center
2. Gwinnett -Norcross Partnership for Children and Youth
Note: HUD ceased the Best Practices Program under the Bush Administration in 2001.
WFN, Inc. understands that the preparation of the Consolidated Plan is designed to be a collaborative
process, whereby a community establishes a unified vision for affordable housing and community
development actions. The process of Consolidated Planning provides the Orange County HOME
Consortium with an opportunity to mold the various housing and community development programs
into effective, coordinated neighborhood and community development strategies. "The Consolidated
Plan Process can also create the opportunity for strategic planning and citizen participation to take
place in a comprehensive context, and to reduce duplication of effort at the local level."
[http://www.hud.~v/offices/cpd/aboudconplan/toolsandguidance/guidanceAocal euidelines doc]
This collaborative Strategic Plan can build on the Orange County HOME Consortium's local assets,
while simultaneously coordinating a response to the needs of the community. This planning process
provides the County with an opportunity to integrate its economic, physical, environmental,
community, and human development components into a comprehensive and coordinated effort in
order to facilitate the communications among families and community agencies so that they can work
together and thrive. WFN, Inc. will develop a strategic Comprehensive Plan that will establish
program goals, specific objectives, annual goals, and benchmarks for measuring progress.
Z. Specific Consolidated Plan Experience
Since 1982, WFN, Inc. has completed all planning and management activities for the CDBG
Programs in Clayton, Cobb and Gwinnett Counties and has completed 14 Consolidated Plans. In
2009, WFN, Inc. was awarded the contract to manage the City of Dalton, Georgia's CDBG Program,
as well as complete the Housing Needs Assessment for Cumberland County and the City of
Fayetteville, North Carolina and the Analysis of Impediments to Fair Housing Choice for Wake
County, North Carolina.
Client-Jurisdiction Experience
The following is a summary of Three-Five Year Consolidated Plan WFN, Inc. Staff has
developed for the previously stated client jurisdiction references:
Client-Jurisdiction: .Cobb Count , GA Gwinnett Count , GA ;' Cla ton Count ' GA
Years Consolidated Plan 1995-1997 1995-1997
submitted and approved by 1998-2000 1998-2000 1998-2000
the U. S. Department of 2000-2002 2000-2002 2000-2002
Housing and Urban 2003-2005 2003-2005 2003-2005
Development 2006-2010 2006-2010 2006-2010
3. WFN, Inc. Scope of Services [Methodology]
WFN, Inc. has established operational controls for the planning and preparation of the Five-Year
Consolidated Plan, to include a 1St-Year Action Plan and Analysis of Impediments to Fair Housing
Choice, and will utilize this approach for the Orange County HOME Consortium and Chapel Hill. As
such, WFN, Inc. relies upon experienced and well-trained personnel. Operating controls are
established by WFN, Inc., in accordance with the various legislation, regulations, guidance,
RESPONSE TO 2010-2015 CONSOLIDATED PLAN -DECEMBER 2009
directives, and policy memoranda published by HUD. This ensures that the Consolidated Plan will be
prepared in a quality manner, following all operational policies for the CDBG, HOME, ESG,
HOPWA, NSP, HPRP and CDBG-R Programs, as well as the Orange County HOME Consortium's
operational controls and policies. All grant activities, including the Consolidated Plan process,
budgets, and amendments aze subject to public review and comment through public hearings
conducted by WFN, Inc. staff. It is the practice of WFN, Inc. to encourage public participation and to
solicit the involvement of the various Departments, residents and non-profit Agencies that provide
facilities and deliver services to the residents of the Orange County HOME Consortium.
I. Preparation of the Consolidated 5-Year Plan with I S` Year Action Plan
WFN, Inc. has established a proprietary Performance Measurement System, which it uses in
managing its CDBG Programs. The following summarizes the Consolidated Plan Preparation
process that will be implemented to ensure WFN, Inc.'s maximum efficiency and effectiveness
in our performance.
WFN. Inc.'s Consolidated Plan Activities
- Preparation of the Consolidated Plan every five years, including the Strategic Plan [needs, goals
objectives, strategies, outcomes], and activities which address high priority needs, in accordance
with HUD statutory and regulatory requirements.
- Conduct Public Hearings as outlined in the Orange County HOME Consortium's Citizen
Participation Plan.
- Maintenance of the Citizen Participation Plan consistent with the statutory and regulatory
requirements required by HUD and the Orange County HOME Consortium.
- Submission of the Consolidated Plan to the U.S. Department of Housing and Urban Development
within the time limits established by HUD for approval.
WFN, Inc. has provided a detailed flowchart outlining the Consolidation Plan preparation process in Exhibit 1.
Scope of Services
As adopted by the Orange County Board of Commissioners and approved by HUD, WFN, Inc. will
ensure the Five-Yeaz Consolidated Plan [ConPlan] and ls` Year Action Plan will set forth the
Consortium's existing policies, programs and measurable objectives for expenditure of various
federal grants to include the CDBG, HOME as well as incorporate a Comprehensive Housing
Affordability Strategy [CHAS] for the HOME Program. WFN, Inc. will research, plan and prepare a
Consolidated Plan that will provide a comprehensive strategy that addresses the Orange County
HOME Consortium's housing and community development needs. WFN, Inc. will consider all
funding sources available.
WFN, Inc. will follow regulations set forth by Title 24 CFR Part 91 et seq., and in accordance with
instructions prescribed by HUD, including tables and narratives. WFN, Inc. will comply with the
Orange County HOME Consortium's recommended four-step process to prepare an analysis and
report in accordance with the following regulations:
1. Subpart A: General Program Overview and Definitions - § 91.1
2. Subpart B: Citizen Participation and Consultation - § 91.100
3. Subpart C: Local Governments; Contents of Consolidated Pian - § 91.200
RESPONSE TO 2010-2015 CONSOLIDATED PLAN -DECEMBER 2009
I) Subpart A: General Program Overview and Definitions - ~ 9l I
Over the past 38 years, WFN, Inc. has worked with federal, state and local government grant
programs in Metro-Atlanta, in particulaz, Cobb County, Georgia [since 1982], Gwinnett County,
Georgia [since 1986] and Clayton County, Georgia [since 1998]. The overazching focus of the fum
has been to ensure that services are provided to the taxpayers in the most efficient and cost effective
manner. As stewazds of the public trust, WFN, Inc. strives to maintain a balanced and fair approach
in all of its grant management activities. We aze dedicated to program integration and simplification
resulting in a streamlined approach to program administration with acost-conscious management
process.
WFN, Inc. believes that it is not necessary to create additional functional entities each time a new
federal and state grant program is introduced. By combining resources to address similar needs,
eliminating duplication of personnel and equipment and developing relevant processes, we aze able
to reduce administrative costs. This approach allows more grant dollars to fund the actual facilities
and services, thus serving more citizens. This approach has served our clients well.
WFN, Inc. provides expert advice and up-to-date information to its clients to ensure that programs
are effectively implemented in a timely manner. The complexities of various grant programs require
multiple reporting formats to provide status reports and grant activities at many levels. WFN, inc.
provides up-to-date information on all on-going projects to clients in a monthly management report
along with monthly meetings to discuss program progress with the appropriate County-liaison staff.
WFN, Inc. has provided all aspects of program planning, design, implementation, and administration
services for HUD-funded grant programs. This includes the preparation of each jurisdiction's
Consolidated Plan and Annual Action Plan prepazation and submission to HUD.
2) Subpart B: Citizen Participation and Consultation - $ 91.100
WFN, Inc. will collaborate with the agencies that provide: housing and social services; fair housing
services; homeless services; health services; chronically homeless services; Lead-based Paint
services, as well as collaborate with adjacent State [non-housing], County, metropolitan planning
agencies and the local public housing authority. WFN, Inc. will also collaborate with neighborhood-
serving organizations located with the Orange County HOME Consortium.
In addition to services required as Program Management Consultants for Clayton, Cobb, Gwinnett
and Henry Counties and the City of Dalton, WFN, Inc. has also performed the following tasks:
1. Creation of the Cobb Collaborative [A group of over 40 non-profits and public service agencies
that works with community organizations to facilitate the sharing of ideas, expertise and
resources to meet the needs and resolve issues to assist all individuals, families and
communities in Cobb County];
2. Interaction with the Clayton Collaborative and Gwinnett County Human Services Coalition;
3. And, meets regularly with Chairmen, County and City Managers and liaison personnel with
grantee agencies.
In order to maximize citizen participation, WFN, Inc. will conduct Public Hearings, a Fair Housing
Survey and a Needs Assessment Survey for residents, non-profits, and community advocates. WFN,
Inc. will interview local non-profit housing and non-housing agencies serving the Orange County
HOME Consortium.
4
RESPONSE TO 2010-2015 CONSOLIDATED PLAN -DECEMBER 2009
J Subpart C: Local Governments • Contents of Consolidated Plan - ~ 9I 200
WFN, Inc. will prepare a Consolidated Plan which provides a concise summary of the Orange
County HOME Consortium's estimated housing needs projected for the ensuing five-yeaz period.
Housing data included in this portion of the plan shall be based on U.S. Census data, as updated by
any properly conducted local study, or any other reliable sources that the jurisdiction clearly
identifies, and should reflect the consultation with social service agencies and other entities
conducted in accordance with §91.100 and the citizen participation process conducted in accordance
with §91.105.
A. § 91.205: Housing, Homeless. and Non-Homeless Needs (Including HOPWAI
Task 1: Housing Needs
WFN, Inc. will review the Orange County HOME Consortium's 2005-2010 Consolidated Plan and
Fair Housing-related documentation, Continuum of Care and past homeless studies prior to engaging
in further housing needs research [if available]. This information will provide a background analysis
for the Orange County HOME Consortium.
WFN, Inc. will address specific housing needs in the form of a "housing market analysis" to establish
priorities, goals and measurable outcomes based upon the needs derived from the analysis of the
information collected. This analysis will address specific housing issues to include an "affordability
snapshot" which will address the cost burdens associated with rental prices and the affordability of
homeownership within the Orange County HOME Consortium. The "affordability snapshot" will
provide "Cost of Living" scenarios that will detail the average monthly costs for Orange County
HOME Consortium families [one and four-person households] at four distinct income levels; varying
from the "high" income bracket [120% of the area median income] down to the "very low/low"
income brackets [30% and below, 31%-50% and 51% - 80% of the area median income]. The
purpose of these scenarios is to detail "affordable" cost of living snapshots for families at different
income levels in the Orange County HOME Consortium.
We will also provide an aggregate listing of rental housing [at various income levels] to depict
surplus and/or deficiencies that exist at various income levels for residents of the Orange County
HOME Consortium. The income levels will be addresses in the categories of very low income [30%
and below AMI], low income households [31-50% AMI], moderate income [51-80% AMI] and
"middle income j81 - 120% AMI]. This analysis will also encompass a review of substandard living
conditions, as well as overcrowding. The models WFN, Inc. will provide will result in an
affordabilitylavailability format.
WFN, Inc. will use housing-based census records to include current data sources, documents and
field surveys to estimate current and projected housing needs for the next five yeazs. If requested,
WFN, Inc. will also include a "barriers analysis" which will provide a discussion regarding any racial
or ethnic group that have a disproportionately greater need in a specific income category compared to
the overall needs of that particular income category.
Task 2: Homeless Needs
WFN, Inc. will review the Orange County HOME Consortium's most recent sheltered and
unsheltered surveys, and point-in-time homeless survey prepared by the local Continuum of Care [if
available]. This information will provide a background analysis for the Orange County HOME
Consortium's homeless needs.
WFN, Inc. will survey local non-profits specializing in emergency, transitional, and permanent
housing and shelter programs in order to identify and describe the need for facilities and services for
the homeless population. This survey will include needs assessments for sub-categories of the
RESPONSE TO 2010-2015 CONSOLIDATED PLAN -DECEMBER 2009
homeless population to include persons living with AIDS, families with children, the disabled,
victims of domestic violence and the mentally ill. This process may also involve coordination with
local non-profit organizations, in order to receive a "point-in-time" homeless count.
By combining resources and fostering a collaborative effort with local non-profits, WFN, Inc. will
describe and define the linkages between the availability of homelessness assistance and other private
resources with the numbers of persons actually served. This will also implement a narrative
description of the nature and extent of homeless by raciaUethnic group. WFN, Inc. will use census
and other data to produce maps that will depict the following demographics:
- Overcrowded owner-households - Low & moderate income azeas
- Overcrowded renter-households - Services & facilities by type
- Caucasian population - Schools and pazks
- Hispanic population - Persons in poverty
- Black population - Unemployed persons
- Asian population
Task 3. Non-Homeless Special Needs
WFN, Inc. will identify the size and characteristics of the Orange County HOME Consortium's non-
homeless special needs population. By combining resources and fostering a collaborative effort with
local non-profits, WFN, Inc. will estimate [to the extent practicable] the number of persons in various
subpopulations that aze not homeless but may require housing or supportive services, including the
elderly, frail elderly, persons with disabilities [mental, physical, developmental, persons with
HIV/AIDS and their families], persons with alcohol or other drug addiction, victims of domestic
violence, public housing residents, and any other categories the jurisdiction may specify and describe
their supportive housing needs.
B. ~ 91.210: Housing Market Analysis
WFN, Inc. will review the Orange County HOME Consortium's most recent County-wide housing
conditions survey and available market studies and feasibility report provided by the Orange County
HOME Consortium [if available]. This information will provide a background analysis for the
Orange County HOME Consortium's housing market.
WFN, Inc. will complete a housing market analysis to focus specifically on two major issues:
affordability and availability. This will require atwo-step process to first define what is affordable [at
various income levels and various household sizes] via an "affordability snapshot", and secondly, to
find available rental and homeowner units based on the "affordability" findings. This
"affordable/available" inventory listing will also be "broken" down into sub-segments of the Orange
County HOME Consortium's "special needs" population to also detail accessibility.
The following list will be provided:
1. WFN, Inc. will describe the significant chazacteristics of the housing mazket in terms of supply,
demand, condition, the cost of housing, and the housing stock available to serve persons with
disabilities.
2. WFN, Inc. will provide an estimate, to the extent information is available, of the number of
vacant or abandoned buildings and whether units in these buildings are suitable for rehabilitation.
3. WFN, Inc. will coordinate with local Housing Authority and/or Community Housing
Development Organization [CHDO] to discuss topics pertaining to Public and Assisted Housing.
WFN, Inc. will reseazch and determine the needs of public housing, to include:
RESPONSE TO 2010-2015 CONSOLIDATED PLAN -DECEMBER 2009
- The number of public housing units in the jurisdiction;
- The physical condition of such units;
- The restoration and revitalization needs of public housing projects within the jurisdiction;
- The number of families on public housing and tenant-based Section 8 waiting lists; and
- Results from the Section 504 needs assessment of public housing projects located within its
boundaries [i.e. assessment of needs of tenants and applicants on waiting list for accessible
units as required by 24 CFR 8.25].
4. WFN, Inc. will provide anavailable/affordable inventory listing to describe the number and
targeting [income level and type of household served] of units currently assisted by local, state, or
federally funded programs, and an assessment of whether any such units aze expected to be lost
from the assisted housing inventory for any reason, [i.e. expiration of Section 8 contracts].
5. WFN, Inc.'s inventory listing [and narrative description] will include a summary of the existing
facilities and services that assist homeless persons and families with children and subpopulations
to include outreach and assessment services, emergency shelters and services, transitional
housing, permanent supportive housing, access to permanent housing, and activities to prevent
low-income individuals and families with children [especially extremely low-income] from
becoming homeless. This inventory of facilities should include [to the extent it is available to the
Orange County HOME Consortium] an estimate of the percentage or number of beds and
supportive services programs that are serving people that are chronically homeless.
6. WFN, Inc. will describe the supply versus demand of housing in the Orange County HOME
Consortium, as well as general mazket conditions and housing trends with an emphasis on the
changes in:
- Socioeconomic, employment, population, and income characteristics;
- Housing land use trends and general absorption analysis [for rent and for sale];
- Impediments /opportunities created by the market conditions for:
o Promoting new home ownership
o Producing rental housing
o Alleviating overcrowding
o Meeting the needs of underserved populations
7. WFN, Inc. will also provide a description of overall demand for housing to include:
- Identification and description of the demand needs for home ownership by first-time
homebuyer [describe constraints and trends].
- An aggregate analysis [the new demands for additional units by type/tenure of units]
- And, to the degree practical, identification of any potential need for additional units by
income category and type of family [elderly, lazge family, small family, and single persons].
8. WFN, Inc. will identify and describe the concentration of low-income azeas, as well as
concentrations of minorities within the Orange County HOME Consortium. WFN, Inc. will
provide maps to depict this information, as well as a narrative summary.
9. WFN, Inc. will identify and describe the government assisted affordable housing multifamily
complexes [non Public Housing Authority [PHA]] within the County to include:
- the name of project;
- address;
- number of units;
- average rent structures;
- nature of assisted financing; and,
- nature of supportive services.
RESPONSE TO 2010-2015 CONSOLIDATED PLAN -DECEMBER 2009
10. Finally, WFN, Inc. will deterraine if any government-assisted housing is at-risk of going free
market or being lost from the inventory. This determination will include the name of each housing
development, the type of complex, and the number of units, applicable assisted program, address,
and potential conversion date.
C. § 91.215: Strategic Plan
Task 4: Strategic Plan to include 1st Year Action Plan
WFN, Inc. will review [with the Orange County HOME Consortium] the completed Housing Market
Analysis and work with the County to develop a strategy for providing services to the "tazget
group[s]" in a collaborative effort to assist in creating the Orange County HOME Consortium's
Strategic Plan.
WFN, Inc. will prepare a Strategic Plan, to include a 1 S` Yeaz Annual Action Plan, that will detail
how the Orange County HOME Consortium intends to provide new or improved availability,
affordability, and sustainability of decent housing, suitable living environment, and economic
opportunities, principally for extremely-low, low and moderate income residents with the use of
federal funds for Fiscal Years 2010-2014. WFN, Inc. will publish Public Notices, and host Public
Hearings in order to meet the Orange County HOME Consortium's Citizen Participation Process in
preparing and submitting the Strategic Plan and 1S` Year Action Plan. WFN, Inc. staff members are
trained on the use of the Consolidated Plan Management Process [CPMP] Tool, and have completed
Annual Action Plans, CAPERS and Consolidated Plans for our four client-jurisdictions utilizing this
tool since 2004.
Task 5: Other Requirements
After preparing the draft Consolidated Plan, WFN, Inc. will address all comments and/or
recommendations by County staff, Consortium members, County Commissioners, the public or other
stakeholders. WFN, Inc. will prepare and track all revisions made to the draft[s] as requested by
County personnel. WFN, Inc. will provide the County with five sets of the draft [and final]
Consolidated 5-Year Plan and Analysis of Impediments to Fair Housing Choice accompanied by an
electronic compact disc [CD], completed in Microsoft Office Word [2003] format. WFN, Inc. will
include both a bibliography, and a resource binder to include all data sources, copies of data
collected, and any other records or. supporting documentation used in the compilation and .
development of the Consolidated 5-year Plan and Analysis of Impediments to Fair Housing Choice.
WFN, Inc. will assist Orange County HOME Consortium personnel in preparing all Public Notices,
Memorandums, Advertisements, and announcements/updates for inclusion on the County's website
in English, Spanish, and any other appropriate languages
5. Project Timeline
WFN, Inc. will complete a draft version of the Orange County HOME Consortium's Consolidated Five-Year Plan, to include an
Analysis of Impediments to Fair Housing Choice, by March 26, 2010. The following Gantt Chart outlines the timeline WFN, Inc. will
complete the steps outlined in the Scope of Services, assuming the contract award date of January 22, 2010.
Proposed Schedule for CanPlan and A» I. Pr~parati+an
~anurry
L
February
', March
~ Aprll
_
__
---
-
_
iSi~in contact as au~rarci~d consuitant and kaegs'n r~s~~3rch fnr CQnsniid~t~d 5-Y~ar
'P'-~n end Analysis of Tmpedirnents to Fair Housit~ri Ciaoice
~
~Ff_-view previously ccamleted
~ol~~3ar~t and A, 1.
t >n~ Pict local nnn-profits iror input ir~tc~ "needs assessment" sect%vns
_.... ..,_.__. ,.._. ~__ ___.~._ _._.._ ._..__~.__
<i'r~=~u e pubiiCrkr~tiCet~dvet~i~~rnent fs~r citlxett prCicr~a~Ci~n of t~t~n~lt-~r~ ~,I,d ~, I _._... ,... _..__ __,._ ........... ..
~ .. ._„__.... M....,..
iFzr'l3c~r r7~IIQfY
iAn;~iyzo ~1crnr3sgraphi~ data and cnnstrusrt rn~ps r~:[atiuo tc~ the ~c:opc cif Sc~rvicr=~s
~r t ~~.~- ~e Cant~ian end ~. 1, _ ~ ._ ~ ~.~_, ___..~.,...~.
w
~..w.
r i~. ,t ~'tablic Mearing~s~ to gather needs assessment data frcam residents t~f the -
:r, ~:n;urrity
.. __w-___-___...~....~... _...~....~.._...~....~.._....._
~...y.W..~
_..._.Y._ '
~ _ '
.
_m_._
_
,~c~nduct on-line cr~rrrl~lurtity-+,,rlde? survey with housing prwafc~siun7ls in t~ac~ pulp#~: . _. __~ __ ..~ _ _.~.__._..._.~~
~~ ~tI pr°IVatc scctol'~ to ir-ciudo ie~efir~g prnfessionais, rnad e~~e~t~ prc~f~asinnai~, ~ _...
n
~?nprafit prafessin~~ais, and government officials to ascertain pcreeptiar~s of the= ~
~
`current hnusing trtari~et and housing-related services
~Qntinue research utiiizir>g resource toms to include Z~3C?tl ~:er~sr~s data, Fair ~
=Nou~ing pianrtinc3 ~> ide, f~ll.}~` ~ulc~eiines fnr Preparing +~nn(>i~~n 'Sul~i~issinr~rs fnr _._.
_~ i
~
,,L[?~'~i 3U{'15t~1[t-S~~!S, database res+=~r~f1 pn ho~using tr8rads, ~tid se~g#~~c~t~ori
dnc;i}'sifi.
iFrc~pare draft copies of Cc~nPian~ ' st Fear Action Pian arrd Analysis of
I,~3pec€ir~xents to Fair Flousir~~o ch{ .,e for City pE~r_,uf3rlC.i
~~rr~pare~ pub~i~ nnfice/advertisernent far citizen par~ticrpatinn In revie4vin~J the draft
t~~~nf~i~i~ tend A, 1 ~I eparatian ~
_ ...._ ..~.,..~. ~ ..._ .~, ~... -M,._., ...- ... F.. .._. .~ ........... ....... .~
i~ansc~rtiurn ~anCi pr~~p.are r~:'visiat~s ~s requested ley
I
~~
~
bec~ ...........,.... ... ..... ......_..... >.. _. ._ .... ...~,.. .. _..~
~rturn
~~ n
r
,~,.
bers
C-or~i~l~tri f~nai drs3ft of CartPian and A. 1, and su(al~r7it tide cni~i~s tired Qi1p
, ,
~
',=+~tr, r~ic e~ a~" to the Qrar~c~e' ~CountY Cor~s~artiu„1 fc~ final subrr~issian to H~~C~
_ ~ .~e~e. .. rH_
_. uF .,. .~~ ~~Wa ,
s
- ~ -
~ ..n~.~ .n .m_ . ~~ .
~ ~ ~ __ ~. v,.
_..~m ~~ ,,...~.~..~ .~.
__..
*Assuming a 30-day comment period to satisfy the Orange County HOME Consortium's Citizen Participation requirement in preparing and finalizing t/te 5-Year
Consolidated Plan.
9
6. WFN, Inc. Fee Structure
WFN. Inc. Fixed Price Contract
WFN, Inc. has prepared this Proposal for the preparation of the Orange County HOME Consortium's
Five-Year Consolidated Plan to include an Analysis of Impediments to Fair Housing Choice. As
such, WFN, Inc. will work closely with the appropriate Consortium personnel, housing professionals,
nonprofits, and all other local, state and federal agencies to ensure the most accurate and up-to-date
information for inclusion in this report.
As such, WFN, Inc. proposes a $20,000 fixed-rate fee for the research, development, and
implementation of the Orange County HOME Consortium's 5-Year Consolidated Plan to include a
Housing Market Analysis, Housing and Non-housing Community Development Needs Analysis,
Three to Five-Year Strategies and Objectives, Required Charts, Data Tables and Supporting
Materials fora $15,000 fixed-rate fee for the research, development and prepazation of the Analysis
of Impediments to Fair Housing Choice. All budgetary line-items and information provided are "Not
to Exceed" this $35,000 budget.
Cost Proposal Schedule
Employee Hours Rate Total Indirect Supplies Travel Total
Administrator/President 9 $ 200.00 $ 1,800.00 $ - $ - $ - $ 1,800.00
Program Manager 50 $ 175.00 $ 8,750.00 $ - $ - $ 3,000.00 $ 11,750.00
Senior Community Planner 85 $ 150.00 $ 12,750.00 $ - $ - $ 3,000.00 $ 15,750.00
Research/Support 57 $ 100.00 $ 5,700.00 $ - $ - $ - $ 5,700.00
Total: 201 $ - $ 29,000.00 $ - $ - $ 6,000.00 $ 35,004.00
7. WFN, Inc. References
The following references are current WFN, Inc. clients in which our staff provides full services
for HUD Program Grant Administration [to include the preparation of a 5-Year Consolidated
Plan]:
Cobb County Government
Office of Economic Development
Mr. Michael Hughes, Director
100 Cherokee Street
Marietta, Georgia 30090
mhhughes @ cobbcounty.org
770-528-1510
Gwinnett County Government
Department of Finance
Ms. Tanikia Jackson, Grants Manager
Gwinnett Justice and Administration Ctr.
75 Langley Drive
Lawrenceville, GA 30046-6904
Tanikia.jackson@ gwinnettcounty.com
770-822-7863
Clayton County Government
Clayton County Board of Commissioners
Chairman Eldrin Bell
112 Smith Street
Jonesboro, Georgia 30236
770-472-8122
E1drin.Bel1 @ co.clayton.ga.us
City of Dalton, Georgia
Department of Finance
Ms. Cindy Jackson, Finance Director
City Hall
300 West Waugh Street
Dalton, GA 30720
CJackson @ cityofdalton-ga. gov
706-529-2460
10